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ADP

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1151
Level Four Advisory Services
Texas
$807K -$32.6K -151 -4%
PMFA
1152
Plante Moran Financial Advisors
Michigan
$804K -$31K -144 -4%
MS
1153
Maven Securities
Jersey
$804K +$788K +3,656 New
SEC
1154
Seven Eight Capital
New York
$796K +$577K +2,676 +283%
DCM
1155
Dudley Capital Management
Virginia
$796K – – –
BWA
1156
Bordeaux Wealth Advisors
California
$794K -$431 -2 -0.1%
EWM
1157
Evermay Wealth Management
Virginia
$794K -$647 -3 -0.1%
IPW
1158
Inlet Private Wealth
Florida
$794K – – –
STA
1159
Summit Trail Advisors
New York
$792K +$164K +760 +27%
WA
1160
WBH Advisory
Maryland
$791K -$35.8K -166 -4%
NO
1161
Ninety One
South Africa
$790K – – –
BFC
1162
Blue Fin Capital
Rhode Island
$790K -$2.16K -10 -0.3%
VEA
1163
Virtus ETF Advisers
New York
$789K -$20.3K -94 -3%
BTWM
1164
Baker Tilly Wealth Management
Wisconsin
$788K +$46.4K +215 +6%
IA
1165
IAM Advisory
Pennsylvania
$786K +$31K +144 +4%
SCM
1166
Stevens Capital Management
Pennsylvania
$781K +$766K +3,555 New
GAMC
1167
Garner Asset Management Corp
Texas
$779K -$75K -348 -9%
SFS
1168
Stiles Financial Services
Minnesota
$779K +$11.6K +54 +2%
UBV
1169
United Bank (Virginia)
Virginia
$778K – – –
CWP
1170
Concord Wealth Partners
Virginia
$778K +$143K +664 +23%
PP
1171
PDS Planning
Ohio
$777K +$69.9K +324 +10%
MSFS
1172
Main Street Financial Solutions
Pennsylvania
$777K +$35.4K +164 +5%
PCA
1173
Prosperity Capital Advisors
Ohio
$773K +$22K +102 +3%
AAIM
1174
Asset Advisors Investment Management
Georgia
$773K – – –
RCAG
1175
Rehmann Capital Advisory Group
Michigan
$770K -$9.27K -43 -1%
45 46
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48 49